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How to run a successful advice firm remotely


How to run a successful advice firm remotely
Provide equipment, data security and support and keep showing appreciation
By
Amanda Newman Smith
27
Image credit: Shutterstock
The first lockdown had a sense of heightened reality about it that would not have looked out of place in an episode of Doctor Who. Normal everyday life was suspended as we were forced to withdraw from the outside world so as not to be targeted by the invisible, insidious force that was taking over – Covid-19.
Work in the usual sense became impossible for most people as we were advised to avoid the office and stay at home. Over a year later, many advice firms have got remote working nailed. However, for those needing to fine-tune their arrangements, how do you run a successful financial advice firm from home? ....

Sheena Doherty , Amanda Jackson , Tricky Chan , Gemma Harle , Noor Uddin , Hotel Chocolat , Apple Macbook , Atrium Financial , Quilter Financial Planning , Microsoft Teams , ஷீனா டோவர்டீ , அமண்டா ஜாக்சன் , ரிக்கி சான் , நூர் உடின் , ஹோட்டல் சாக்லேட் , ஆப்பிள் மேக்புக் , ஏட்ரியம் நிதி , குயில்டர் நிதி திட்டமிடல் , மைக்ரோசாஃப்ட் அணிகள் ,

Is visualisation the key to encouraging earlier retirement saving?


Is visualisation the key to encouraging earlier retirement saving?
The behavioural science technique could adjust the short-term bias younger people naturally have with their finances
By
Amanda Newman Smith
12
th April 2021
10:38 am
Visualisation techniques, used as a way of motivating yourself to achieve something, pop up in various contexts.
Sports professionals often visualise themselves rehearsing a skill or routine to prime their body for success. Visitors to health spas are taught to relax by visualising themselves in a beautiful summer garden.
In financial planning, visualisation enables clients to explore their financial goals. Imagining their future self at retirement, for example, can help them understand the kind of life they want and make it easier for advisers to help them achieve it. But can this approach be used to encourage young people to start saving earlier for retirement? ....

South Gloucestershire , United Kingdom , Matt Cross , Harry Merrison , Kate Smith , Sheena Doherty , Ben Pollard , Roger Hattam , Ben Barratt , Joe Bloggs , Brian Bird , Mike Stone , Carlo International , Kingswood Group , Wealth Management , Sovereign Wealth , Ashley Hull , Beaufort Financial , தெற்கு க்லாஸ்டர்‌ஶைர் , ஒன்றுபட்டது கிஂக்டம் , மேட் குறுக்கு , கேட் ஸ்மித் , ஷீனா டோவர்டீ , பென் பொழிலர்ட் , பென் பாரட் , ஈயந் பறவை ,

Profile: 'Clients need to feel they can ask you anything'


Profile: ‘Clients need to feel they can ask you anything’
Sovereign Wealth’s Sheena Doherty on eliminating jargon and embedding good financial behaviour in the masses
By
Amanda Newman Smith
9
th March 2021
11:40 am
Anyone who has seen the Google Translate/Rick Astley meme on YouTube will understand how translating from one language to another can be a tricky business.
When typed into the translation tool several times in different languages, the lyrics of Astley’s 1980s classic, ‘Never Gonna Give You Up’, become a ridiculous ode to table manners and being nice to camels. Although exaggerated for comic effect, it shows the absurdity that can happen when translations go awry. ....

United Kingdom , Sheena Doherty , Rick Astley , Insurance Institute , Financial Literacy Working Party , Halifax Building Society , Never Gonna Give You Up , Twisted Translation , Sovereign Wealth , Sheena Doherty Wealth Management , Halifax Building , Chartered Insurance Institute , Scottish Widows , ஒன்றுபட்டது கிஂக்டம் , ஷீனா டோவர்டீ , ரிக் அஸ்டலே , காப்பீடு நிறுவனம் , நிதி கல்வியறிவு வேலை கட்சி , ஹாலிஃபாக்ஸ் கட்டிடம் சமூகம் , ஒருபோதும் போகிறது கொடுங்கள் நீங்கள் மேலே , முறுக்கப்பட்ட மொழிபெயர்ப்பு , இறையாண்மை செல்வம் , ஷீனா டோவர்டீ செல்வம் மேலாண்மை , ஹாலிஃபாக்ஸ் கட்டிடம் , பட்டய காப்பீடு நிறுவனம் , ஸ்காட்டிஷ் விதவைகள் ,